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WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 401k Plan overview

Plan NameWOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN
Plan identification number 001

WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WOMENS INSTITUTE FOR HEALTH, PC has sponsored the creation of one or more 401k plans.

Company Name:WOMENS INSTITUTE FOR HEALTH, PC
Employer identification number (EIN):364499246
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAY KULKIN, MD2015-04-10
0012013-01-01JAY KULKIN2014-10-08
0012012-01-01JAY KULKIN2013-09-18
0012011-01-01JAY KULKIN
0012010-01-01JAY KULKIN
0012009-01-01JAY KULKIN

Plan Statistics for WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN

401k plan membership statisitcs for WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN

Measure Date Value
2011: WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN

Measure Date Value
2011 : WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$-223
Expenses. Total of all expenses incurred2011-12-31$16
Total plan assets at end of year2011-12-31$1,314,167
Total plan assets at beginning of year2011-12-31$1,314,406
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$72,934
Other income received2011-12-31$-73,157
Net income (gross income less expenses)2011-12-31$-239
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,314,167
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,314,406
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16
2010 : WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$220,787
Expenses. Total of all expenses incurred2010-12-31$32,260
Benefits paid (including direct rollovers)2010-12-31$32,185
Total plan assets at end of year2010-12-31$1,314,406
Total plan assets at beginning of year2010-12-31$1,125,879
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$26,109
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$194,678
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$188,527
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,314,406
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,125,879
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN

2011: WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WOMEN'S INSTITUTE FOR HEALTH, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number943961-01
Policy instance 1
Insurance contract or identification number943961-01
Number of Individuals Covered10
Insurance policy start date2011-04-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,580
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number668157
Policy instance 2
Insurance contract or identification number668157
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,064
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number668157
Policy instance 1
Insurance contract or identification number668157
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,186
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,593
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT, CHFC, CLU

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